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Importing Contacts Via CSV
For information on importing data from a CSV file, please see this support article.
See the below table to see the details on what type of information and format is expected when importing contacts:
Field |
Expected Input |
Notes |
| Site Description | Text | *Links the Contact to the site* Use only Site Description OR Site Reference to link to equipment. |
| Site Reference | Text | *Links the Contact to the site* If this column is missing in your template please update Clik Service and try again. Alternatively, you can add this column manually. |
| Salutation | Text | |
| First Name | Text | |
| Surname | Text | |
| Position | Text | |
| Main Contact | TRUE | Enter ‘TRUE’ to indicate the contact is the Main contact for the site. |
| Invoice Contact | TRUE | Enter ‘TRUE’ to indicate the contact is the Invoice contact for the site. |
| Engineer | TRUE | Enter ‘TRUE’ to indicate the contact is an engineer. This only applies to your company. Clik Jobs users will need to have Engineer set to true. |
| Tel | Text | |
| Mobile | Text | |
| Fax | Text | |
| Text | ||
| Website | Text | |
| Notes | Text | |
| Address Description | Text | |
| Address Line 1 | Text | |
| Address Line 2 | Text | |
| Address Line 3 | Text | |
| Address Town | Text | |
| Address Postcode | Text | |
| Address County | Text | |
| Address Country | Text | Enter the 2 digit ISO 3166 Country code |
| Address Tel | Text | |
| Address Mobile | Text | |
| Address Fax | Text | |
| Address Email | Text | |
| Address Website | Text | |
| (User Field) Example One | Replace ‘Example One’ with the name of your User Defined Field, keep the preceding ‘(User Field)’ text. The expected input format will be dictated by the format used by the User Defined Field. | |
| (User Field) Example Two | ||
| (User Field) Example Three |
